Wedbush is optimistic about AMD's data center growth and raises the target priceNVIDIA leads the establishment of an Open Security AI Alliance to address the Hugging Face intrusion incidentTesla wins the UK 5G patent case, expected to promote the launch of connected carsFormer OpenAI Chief Scientist Receives "Heavyweight" Investment from NVIDIA; Safe Superintelligence Achieves Leap in Computing PowerNVIDIA plans to provide $250 billion in guarantees for OpenAI, leveraging $500 billion in computing infrastructureIs Intel Stock a Buy After Its Latest Earnings Report?The digital asset reserve company model has cooled down, with multiple enterprises turning to AI for self-rescue, but investors remain skepticalLouis Vuitton Parent Company's Fashion and Leather Goods Organic Sales Growth 1% in Q2, Analysts Expected 1.52% GrowthThe scale of AI investment continues to expand, raising concerns as NVIDIA's credit default swaps hit the largest single-day increase in historyGOOGL on Trial: market swings or an investment binge to blame?US-Iran Tensions Ease, Global Markets Rebound, Japanese and South Korean Stocks Rise Slightly, Oil Prices Plunge, Bond Market StrengthensProminent Silicon Valley VC Warns: Banning Open-Source AI Could Trigger a Market Crash in US Stocks Due to Cost PressuresNVIDIA bets on OpenAI co-founder’s new AI lab to expand its computing power layoutOn the eve of the earnings report, Apple options exhibit unusual market behaviorUS Core Capital Goods Orders Grow Beyond Expectations, AI Spending Boom Supports First-Half InvestmentU.S. June Durable Goods Orders MoM Initial Value 0.3%, Consensus Estimates 1.8%, Previous -4.5%Is Wage Slowdown Just a Statistical Illusion? NAIRU Constraint Remains, Fed's High Rates Far From OverThe aftermath of the OpenAI cyber attack continues, as NVIDIA, SpaceX, and Microsoft jointly launch an AI security initiativeAfter a Stagnant July, Surging 20% to Approach New Highs: Options Market Reveals "Bullish" Signals Ahead of Apple's EarningsU.S. Stock Market Outlook | Futures for the three major indices rise together, with earnings reports from the four major tech giants and the Federal Reserve's interest rate decision making headlines this week. The easing of tensions between the U.S. and Iran significantly impacts oil pricesCybertruck is criticized as the biggest blunder in automotive history, and Tesla's stock price plummetsAI Transformation of So-Young Clinics: First, Turn the Physical World into DataKey Performance PeriodAfter SK Hynix and Samsung Secure $700 Billion in Deals, Bernstein Exclaims: Memory Pullback Is a Buying OpportunityAI Infrastructure Arms Race Accelerates: NVIDIA Unveils Spectrum-6, Computing Power Competition Enters the Gigawatt EraBeyond the Election, What Is the Core Variable Currently Suppressing U.S. Stocks?MOFCOM Spokesperson's Response to Questions on the Final Measures of the U.S. Section 301 Investigation into "Forced Labor"Strong performance fails to mask market concerns as Netflix initiates large-scale buyback to cope with industry competitionGoogle cleverly uses Wall Street financing methods to expand chip salesEarnings Preview | Quarterly cash burn exceeds 40 billion! The market closely watches Microsoft's free cash flow, with Azure cloud growth as the only "lifeline"TrendForce: NVIDIA and Broadcom Begin Small-Scale Shipments of CPO Switches; Optical Engine Yield and Advanced Packaging Capacity Become Key FactorsBank of America: August May Kick Off the "Toughest Three Months" for US Stocks, Creating Opportunities for the US Dollar and GoldTech Giants Including NVIDIA and Microsoft Sign Joint Letter Publicly Supporting Open-Source ModelsMeta, Microsoft, and Amazon Face Major Test: AI Spending Intensifies as Market Patience WanesLAOPU GOLD: Net profit expected to increase by approximately 83% to 85% year-on-year in the first half of the yearSamsung Confirms HBM5 Will Adopt 2nm GAA Process, With Speed Increased by Over 50% Compared to HBM4EEconomist Alasdair Macleod: Current Stock Market Bubble Larger Than 1929, S&P 500 Could Lose Over 90%, Gold and Silver Are Safe Havens财报前瞻 | Meta 广告引擎轰鸣、“卖算力” 开辟变现新路，AI 资本支出再迎 “信任票时刻”Understanding the Market | Gold stocks collectively rebound as the US and Iran pause mutual attacks, supporting a rebound in gold prices. The market is focused on this week's Federal Reserve decisionMilitary defense technology integration company Lyntris submits IPO application to the US stock market, expecting to raise $300 millionEarnings Preview | Apple's Q3 results will be announced on Thursday: Will Cook take a bow, and can the iPhone support the final "big test"?Should Nebius and CoreWeave Investors Be Worried About Meta's Latest AI Infrastructure Plans?NVIDIA plans to invest over $1 billion in South Korea's Naver to jointly promote the construction of large-scale artificial intelligence infrastructureThe Biggest Enemy of the AI Bull Market: Not a Bubble, but the Bond Market? Bank of America's Hartnett Issues Latest WarningAI Emotional Companionship Booms: Tencent "Resurrects" QQ PetU.S. Treasuries "Force the Hand" of Warsh: Hawkish Comments Are Not Enough, Market Demands Rate HikesAI's high-stakes gamble faces a testing moment! Key highlights of Amazon's Q2 earnings report: AWS becomes the biggest variable, cash flow sways market sentiment